IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,979
New
Increased
Reduced
Closed

Top Buys

1
+$35.7M
2
+$28.1M
3
+$20.3M
4
PG icon
Procter & Gamble
PG
+$19.1M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$18.9M

Top Sells

No sells this quarter

Sector Composition

1 Financials 7.48%
2 Healthcare 7.37%
3 Consumer Staples 6.4%
4 Technology 6.09%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1576
$53K ﹤0.01%
+590
1577
$53K ﹤0.01%
+668
1578
$53K ﹤0.01%
+1,155
1579
$53K ﹤0.01%
+1,265
1580
$53K ﹤0.01%
+2,017
1581
$53K ﹤0.01%
+2,106
1582
$53K ﹤0.01%
+3,110
1583
$53K ﹤0.01%
+3,154
1584
$53K ﹤0.01%
+1,838
1585
$52K ﹤0.01%
+795
1586
$52K ﹤0.01%
+1,142
1587
$52K ﹤0.01%
+723
1588
$52K ﹤0.01%
+2,563
1589
$52K ﹤0.01%
+1,414
1590
$52K ﹤0.01%
+2,103
1591
$52K ﹤0.01%
+1,000
1592
$52K ﹤0.01%
+57,600
1593
$52K ﹤0.01%
+837
1594
$52K ﹤0.01%
+3,577
1595
$52K ﹤0.01%
+250
1596
$52K ﹤0.01%
+3,333
1597
$52K ﹤0.01%
+2,214
1598
$52K ﹤0.01%
+2,113
1599
$52K ﹤0.01%
+632
1600
$52K ﹤0.01%
+3,171
62 63
64
65 66